Fund advisor profile merge requires new donor portal access
When merging duplicate Fund Advisor profiles, the existing fund advisor URL is disabled and a new login is required to be sent.
Can this be reviewed so that FA's do not lose their access to their portal login when a profile merge is actioned.
22
votes
Jennifer Liu
shared this idea
When merging profiles, you must maintain the profile that has the Advisor designation so that the login remains.
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Michelle Schneider
commented
This is incredibly frustrating as we do not always have the option of merging into the one profile with the login (e.g., Stripe ID, ACH information, etc.).